Lauren Rosberg Photo

Lauren Rosberg

MA, CFP®, CRPC®, CDFA®, AEP®
Wealth Advisor

When we talk about amplifying and simplifying your financial life through a comprehensive plan, it isn’t just about securing your future; it’s about the freedom to pursue your dreams and maintain independence without compromise.

Meet Lauren

Lauren is a Wealth Advisor based in Schaumberg, Illinois. She joined Mercer Advisors in 2023 after nearly four years at Nadler Financial Group. She also served at North Shore Asset Management & Tax Advisory as Vice President of Investment Services and at Merrill Lynch as a Financial Advisor, where she began her wealth management career in 2006. She is a CERTIFIED FINANCIAL PLANNER® professional and earned her master’s degree in industrial and organizational psychology.

Lauren’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Lauren has focused experience in these areas:

Her working style

Lauren’s focus is on building lasting relationships by understanding what matters most to each client — personally and financially. From that foundation, she creates a comprehensive plan that serves as a roadmap for short- and long-term goals. Acting as both guide and partner, Lauren collaborates to make informed decisions that help protect and grow what’s most important. Through ongoing conversations and regular check-ins, we adapt to life’s changes and help ensure continued confidence and success.

Lauren in real life

What keeps you busy outside of work?

I stay busy with my kids and their activities and my goldendoodle, Oliver. I participate in pilates and pickleball, Daughters of the American Revolution, and church.

Any words you try to live by?

“Do everything with integrity, compassion, and purpose.”

Why do you like working at Mercer Advisors?

I’m surrounded by an incredible team of professionals that put our clients at the heart of every decision.

Lauren’s snapshots

Meet Lauren’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Lauren counts on — and how they work together to support you.
Tabitha Seldomridge

Tabitha Seldomridge

Sr. Client Service Specialist

What Lauren Says

I absolutely love working with Tabitha. As busy professional moms, we understand the chaos of balancing it all — yet through it, we stay focused on what matters: serving our clients. Together, we stay motivated, keep things moving, and deliver an exceptional client experience that’s thoughtful, proactive, timely, and truly top-notch.

David Simpson

David Simpson

Sr. Investment Strategist

What Lauren Says

David has a genius-level ability to analyze client portfolios and design investment solutions that align seamlessly with their goals. He takes complex strategies and makes them simple and accessible, empowering clients to understand and feel confident in their investments.

Steven Elliott

Steven Elliott

Tax Director

What Lauren Says

Working with Steve is truly incredible. Not only is he a wealth of knowledge when it comes to taxes, but his gift for listening and his empathy are unmatched. He consistently makes time for my clients and me, answers every question with patience and care, and goes above and beyond in everything he does. Steve has a genuine heart of gold, and it shows in the way he serves others.

Linda Wieczorek

Linda Wieczorek

Sr. Financial Planner

What Lauren Says

Linda is a fantastic financial planner whose attention to detail and fresh, innovative ideas help create deeply thoughtful financial plans. She has an incredible ability to stay at the pulse of who our clients are — their history, goals, and what they want to accomplish. Linda is truly gifted at presenting the data and insights clients need to make confident, informed decisions about their financial future.

Articles by Lauren

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